Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
3.56%
6 Months
8.39%
14.31%
1 Year
14.45%
23.04%
3 Years
20.39%
17.41%
5 Years
20.20%
14.44%
Since Inception
16.82%
16.04%
Fund Age
7 yrs 10 mo
5 yrs 2 mo
AUM
₹12.77 Cr
₹246.55 Cr
Alpha – 1 Year
7.59%
18.32%
Alpha – 3 Years
9.35%
5.32%
Information Ratio – 3 Years
0.38
0.69
Volatility – 1 Year
12.27%
16.66%
Volatility – 3 Years
16.07%
14.65%
Beta – 1 Year
1.23
0.91
Beta – 3 Years
1.51
0.83
Sharpe Ratio – 1 Year
0.74
1.02
Sharpe Ratio – 3 Years
0.80
0.82
Worst Rolling Year
6.14%
13.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−17.38%
−17.20%
Recovery Period
243 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 31% · M 25% · S 41%
Number of Stocks
23
33
Portfolio P/E
26.00
48.70
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%